Community Financial Services Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Community Financial Services Group’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-737	Closed	-$37K	–	235
2015 Q3	$37K	Hold	737	–	–	0.02%	138
2015 Q2	$40K	Hold	737	–	–	0.02%	146
2015 Q1	$41K	Hold	737	–	–	0.02%	143
2014 Q4	$42K	Buy	+737	New	+$40.5K	0.02%	143

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Community Financial Services Group's XLI Position: Q4 2015 in Review

Community Financial Services Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2015, closing a stake of 737 shares — an estimated $37K sold.

Community Financial Services Group first reported a position in XLI in Q4 2014 and held it in 4 quarters. The position peaked at $42K in Q4 2014. 405 funds tracked by Wall St. Rank hold XLI as of Q4 2015.

Community Financial Services Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
Community Financial Services Group sold 737 State Street Industrial Select Sector SPDR ETF shares in Q4 2015, an estimated $37K.
Community Financial Services Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
Community Financial Services Group's State Street Industrial Select Sector SPDR ETF position peaked at $42K in Q4 2014.
405 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.